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Melanie Corbett Simons

Charles Schwab & CO., Inc.

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About Melanie Corbett Simons

Melanie Simons is a financial advisor registered with Charles Schwab & CO., Inc. Melanie is a registered representative with Series 7, 7TO, 24, 31, and 66 licenses. Melanie has been in the financial industry for more than 17 years. Previous employers include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Melanie specializes in Financial Planning and Portfolio Management.

Firm Information

Melanie Simons is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Melanie Simons’s Registration & Firm History

MD

10/21/2024 - Present

Charles Schwab & CO., Inc. (Bethesda MD)

DC

04/19/2013 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)

VA

06/01/2009 - 05/02/2012

MORGAN STANLEY SMITH BARNEY (MCLEAN VA)

DC

05/11/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

MD

08/12/2005 - 05/11/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 09/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 08/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melanie Corbett Simons.
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